Charter Communications (CHTR) is one of the largest cable companies in the US. In large strokes, we think of it as three businesses: cable TV, broadband internet, and wireless. Q2... Read More
The better ARK performed, the more money flowed into its main ETF, ARKK. It used this money to buy more sci-fi ARKK stocks, pushing up the prices of its... Read More
The war in Ukraine will likely pour more gasoline on the already raging inflationary fire, threatening to send the global economy into stagflation. Stagflation is a slowdown of economic... Read More
I sat down with the Value Perspective podcast to discuss my value investing approach. Much of the conversation ended up focusing on mental models and frameworks that I’ve found... Read More
I was having lunch with a close friend of mine. He mentioned that he had accumulated a significant sum of money and did not know what to do with... Read More
Today we are experiencing a perfect storm of inflation. A perfect storm is formed by seemingly small factors. Each one on its own may not be particularly significant, but... Read More
I explain my thoughts on the US, China, and the role defense companies play in IMA client portfolios. Update (October 2021): This article is even more relevant today than when I... Read More
Culture matters. I share how I evolved from an analyst purely focused on numbers to an investor and CEO focused on people. Using two stories from IMA’s own past,... Read More
I go over why we may be entering a sideways market (I wrote two books on this subject), as well as how to invest in them. Q2 2021 hedge fund... Read More
You can also listen to a professional narration of this article on Apple, Google & online. Q2 2021 hedge fund letters, conferences and more geralt / Pixabay For the last three weeks... Read More
This is part 3 of the summer letter I wrote to IMA clients; it was also published in Barron’s. You can also listen to a professional narration of this article on... Read More
This is the final excerpt from IMA’s winter letter. Q4 2020 hedge fund letters, conferences and more Pipelines are undergoing a renaissance today, but it’s not the one you think. The... Read More
The following is an excerpt from our recent client letter. Q2 2020 hedge fund letters, conferences and more A year ago, I called the stock market mood “partying like it’s 1999.”... Read More
I was on PBS NewsHour talking about Uber Eats and the food delivery business (you can watch it here). When I told my six-year-old daughter Mia Sarah about it,... Read More
I wrote the following article as part one of a two-part conclusion to my 37-page Tesla and EV industry analysis. (You can get complete analysis as an email series,... Read More
Excerpted from the IMA fourth quarter 2019 letter to clients. Q4 2019 hedge fund letters, conferences and more Pexels / Pixabay The stock market marched higher for the year even though US... Read More
This article is Part 10 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Q3 2019 hedge fund letters, conferences and... Read More
This article is Part 7 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Q3 2019 hedge fund letters, conferences and... Read More
This article is Part 5 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Q3 2019 hedge fund letters, conferences and... Read More
“Ideas become part of who we are. People get invested in their ideas, especially if they get invested publicly and identify with their ideas. So there are many forces... Read More
This article is Part 4 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Q3 2019 hedge fund letters, conferences and... Read More
This article is Part 2 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. Read Part 1 here. Q3 2019 hedge fund letters, conferences and more castleguard /... Read More
